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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $416,023 | $150,435+176.5% | $120,580+245.0% | $145,897+185.1% |
| Participation rate | 75.0% | 78.8%-3.8pp | 72.0%+3.0pp | 80.3%-5.3pp |
| Annual return | 7.00% | 154.60%-147.6pp | 107.48%-100.5pp | 552.29%-545.3pp |
| Employer contribution / active EE | $1,649 | $4,352-62.1% | $3,469-52.5% | $4,663-64.6% |
| Participant deferral / active EE | $0 | $6,174-100.0% | $4,995-100.0% | $6,689-100.0% |
| Admin fee / account holder | $3,941 | $12,182-67.6% | $9,418-58.2% | $13,390-70.6% |